Common use of Qualified Charitable Distributions Clause in Contracts

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 22 contracts

Samples: Ach Agreement, Ach Agreement, Client Agreement

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Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 13 contracts

Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Trust Account Agreement, Individual Retirement Custodial Account Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have if these distributions are paid directly from your IRA to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-590- B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer IRS. This option is limited to the IRS website at xxx.xxx.xxxdistributions occurring during tax years 2006 through 2014 unless extended by Congress to later years.

Appears in 5 contracts

Samples: Account Application and Agreement, wbiinvestments.com, wbiinvestments.com

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2012 and 2013 and may apply to subsequent years if extended by Congress. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxxxxxxx.xxx.xxx.

Appears in 5 contracts

Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Account Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 5 contracts

Samples: Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have if these distributions are paid directly from your XXX to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-590- B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer IRS. This option is limited to the IRS website at xxx.xxx.xxxdistributions occurring during tax years 2006 through 2014 unless extended by Congress to later years.

Appears in 4 contracts

Samples: Inherited Ira Agreement, syndicatedcapital.com, professionals.voya.com

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 4 contracts

Samples: Individual Retirement Custodial Account Agreement, southeastinvestmentsnc.com, southeastinvestmentsnc.com

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates dates, you may obtain IRS Publication 590-B, Distributions from From Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 4 contracts

Samples: Stifel Account, Stifel Account, Stifel Account

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible take tax-free tax‐free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may obtain IRS Publication 590-B590‐B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 4 contracts

Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free inherited Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 3 contracts

Samples: Individual Retirement Custodial Account Agreement, Ira Adoption Agreement, Ira Adoption Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free inherited Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 3 contracts

Samples: Individual Retirement Custodial Account Agreement, jhdarbie.com, darbie.com

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx inherited XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 3 contracts

Samples: Adoption Agreement, Adoption Agreement, Adoption Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free tax‐free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2012 and 2013 and may apply to subsequent years if extended by Congress. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B590‐B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 3 contracts

Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have if these distributions are paid directly from your XXX to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer IRS. This option is limited to the IRS website at xxx.xxx.xxxdistributions occurring during tax years 2006 through 2014 unless extended by Congress to later years.

Appears in 2 contracts

Samples: Inherited Ira Adoption Agreement, uploads-ssl.webflow.com

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have if these distributions are paid directly from your IRA to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer IRS. This option is limited to the IRS website at xxx.xxx.xxxdistributions occurring during tax years 2006 through 2014 unless extended by Congress to later years.

Appears in 2 contracts

Samples: wbiinvestments.com, wbiinvestments.com

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2012 and 2013 and may apply to subsequent years if extended by Congress. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 2 contracts

Samples: Ira Plan Agreement, Ira Plan Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx tax‐free XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2012 and 2013 and may apply to subsequent years if extended by Congress. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B590‐B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 2 contracts

Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have if these distributions are paid directly from your IRA to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-590- B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxxIRS.

Appears in 1 contract

Samples: Electronic Delivery of Documents

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-tax- free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may obtain IRS Publication 590-590- B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: Plan Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have if these distributions are paid directly from your IRA to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-5e0- B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxxIRS.

Appears in 1 contract

Samples: legal.atomicvest.com

Qualified Charitable Distributions. If you are age 70½ 701⁄2 or older, you may take tax-free tax‐free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2012 and 2013 and may apply to subsequent years if extended by Congress. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: Account Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx tax‐free XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2012 and 2013 and may apply to subsequent years if extended by Congress. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

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Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2012 and 2013 and may apply to subsequent years if extended by Congress. For further detailed information and effective dates dates, you may wish to obtain IRS Publication 590-B, Distributions from From Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website web site at xxx.xxx.xxx.

Appears in 1 contract

Samples: www.stifel.com

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free Xxxx inherited XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: Adoption Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. If you have both XXX contributions and QCDs in the same year, the $100,000 is reduced if you are making deductible XXX contributions after age 70½. Special tax rules may apply. For further detailed information and effective dates you may obtain IRS Publication 590-590- B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: www.horizontrust.com

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have if these distributions are paid directly from your Xxxx XXX to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxxIRS.

Appears in 1 contract

Samples: d1xhgr640tdb4k.cloudfront.net

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free tax‐free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2012 and 2013 and may apply to subsequent years if extended by Congress. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible take tax-free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: Combined Individual And

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2012 and 2013 and may apply to subsequent years if extended by Congress. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: www.absoluteadvisers.com

Qualified Charitable Distributions. If you are age 70½ 701⁄2 or older, you may take tax-free Xxxx tax‐free XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2012 and 2013 and may apply to subsequent years if extended by Congress. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2012 and 2013 and may apply to subsequent years if extended by Congress. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

Qualified Charitable Distributions. If you are age 70½ 70-1/2 or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2012 and 2013 and may apply to subsequent years if extended by Congress. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: Ira Plan Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free tax‐free inherited Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may obtain IRS Publication 590-B590‐B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may take tax-free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may obtain IRS Publication 590-590- B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxxwww.irs.gov.F.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free Xxxx XXX distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: Prototype Plan Agreement

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